Filed November 13, 2005 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,593 |
Service code 49 · EIN 95-4281021 | Other Services | $13,658 |
LTSP, INC.1 year Filed as: LTSP, INC Service code 10 · EIN 95-3864890 | Accounting | $9,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,469 | $67,228+10.8% | $117,854-36.8% | $77,958-4.5% |
| Participation rate | 98.2% | 79.4%+18.8pp | 79.7%+18.6pp | 71.6%+26.6pp |
| Annual return | 19.93% | 19.13%+0.8pp | 335.08%-315.2pp | 20.87%-0.9pp |
| Employer contribution / active EE | $2,538 | $2,211+14.8% | $3,786-33.0% | $2,310+9.9% |
| Participant deferral / active EE | $6,249 | $3,653+71.1% | $4,482+39.4% | $3,537+76.7% |
| Admin fee / account holder | $29 | $76-61.5% | $8,020-99.6% | $97-70.1% |